See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,099 | $109,327-75.2% | $89,391-69.7% | $158,922-82.9% |
| Participation rate | 94.7% | 74.3%+20.5pp | 68.0%+26.8pp | 82.0%+12.8pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,208 | $3,170-61.9% | $2,586-53.3% | $4,761-74.6% |
| Participant deferral / active EE | $1,835 | $4,598-60.1% | $3,890-52.8% | $5,982-69.3% |
| Admin fee / account holder | $41 | $6,153-99.3% | $4,881-99.2% | $11,246-99.6% |